Major strategic choices ahead of TelCos: Reconfiguring for value

The telecom industry is not in a stable state. In fact, due to the increasingly large strategic and technical option space, we expect operators to become more diverse. Within the next five years, the structure of operators will likely have changed significantly.

This makes evaluating them, and making strategic investment choices, much more difficult.

In this report, we highlight the most relevant driving forces and opportunities in the telecom industry.